CPIG
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Chicago Partners Investment Group’s Toast TOST Stock Holding History

Chicago Partners Investment Group’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,598
Closed -$392K – 1543
2025
Q4 		$392K Sell
11,598
-652
-5% -$23.5K 0.01% 899
2025
Q3 		$459K Sell
12,250
-3,604
-23% -$156K 0.01% 753
2025
Q2 		$752K Buy
15,854
+2,656
+20% +$104K 0.02% 464
2025
Q1 		$469K Sell
13,198
-13,949
-51% -$522K 0.02% 541
2024
Q4 		$1.01M Sell
27,147
-2,009
-7% -$70.6K 0.03% 337
2024
Q3 		$853K Sell
29,156
-8,126
-22% -$206K 0.03% 365
2024
Q2 		$968K Sell
37,282
-13,813
-27% -$334K 0.04% 325
2024
Q1 		$1.18M Buy
51,095
+14,048
+38% +$291K 0.05% 287
2023
Q4 		$603K Buy
37,047
+5,787
+19% +$94.9K 0.03% 386
2023
Q3 		$537K Sell
31,260
-1,078
-3% -$23.4K 0.03% 385
2023
Q2 		$659K Buy
+32,338
New +$645K 0.03% 357

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chicago Partners Investment Group's TOST Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Toast (TOST) in Q1 2026, closing a stake of 11,598 shares — an estimated $392K sold.

Chicago Partners Investment Group first reported a position in TOST in Q2 2023 and held it in 11 quarters. The position peaked at $1.18M in Q1 2024. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,598 Toast shares in Q1 2026, an estimated $392K.
  • Chicago Partners Investment Group first reported a position in Toast in Q2 2023 and held it in 11 quarters.
  • Chicago Partners Investment Group's Toast position peaked at $1.18M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.